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Accredited Investors’s United Parcel Service UPS Stock Holding History

Accredited Investors’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84.3M Buy
783,975
+275
+0% +$28.6K 3.64% 10
2026
Q1 		$77.1M Hold
783,700
– – 4.15% 8
2025
Q4 		$77.7M Hold
783,700
– – 4.13% 7
2025
Q3 		$65.5M Hold
783,700
– – 3.65% 8
2025
Q2 		$79.1M Sell
783,700
-721
-0.1% -$70.9K 4.68% 6
2025
Q1 		$86.3M Sell
784,421
-328
-0% -$39.2K 5.36% 4
2024
Q4 		$99M Sell
784,749
-175
-0% -$23K 5.8% 4
2024
Q3 		$107M Buy
784,924
+175
+0% +$23K 6.12% 4
2024
Q2 		$107M Sell
784,749
-115
-0% -$16.5K 6.7% 3
2024
Q1 		$117M Buy
784,864
+115
+0% +$17.5K 7.49% 2
2023
Q4 		$123M Hold
784,749
– – 8.75% 1
2023
Q3 		$122M Hold
784,749
– – 9.17% 1
2023
Q2 		$141M Sell
784,749
-27
-0% -$4.79K 10.02% 1
2023
Q1 		$152M Hold
784,776
– – 11.55% 1
2022
Q4 		$136M Buy
784,776
+645,012
+462% +$112M 11.54% 1
2022
Q3 		$22.6M Buy
139,764
+149
+0.1% +$28.2K 2.62% 16
2022
Q2 		$25.5M Sell
139,615
-5
-0% -$912 3.02% 14
2022
Q1 		$29.9M Buy
139,620
+176
+0.1% +$37.4K 2.7% 17
2021
Q4 		$29.9M Buy
139,444
+293
+0.2% +$59.6K 2.66% 15
2021
Q3 		$25.3M Buy
139,151
+77
+0.1% +$15.2K 2.74% 14
2021
Q2 		$28.9M Buy
139,074
+7
+0% +$1.4K 2.96% 12
2021
Q1 		$23.6M Sell
139,067
-186
-0.1% -$30.1K 3.17% 12
2020
Q4 		$23.4M Buy
139,253
+95,309
+217% +$16.1M 3.93% 9
2020
Q3 		$7.32M Sell
43,944
-357
-0.8% -$52K 1.53% 13
2020
Q2 		$4.92M Sell
44,301
-62
-0.1% -$6.19K 1% 18
2020
Q1 		$4.14M Sell
44,363
-13
-0% -$1.35K 0.98% 18
2019
Q4 		$5.2M Buy
44,376
+6
+0% +$710 0.88% 24
2019
Q3 		$5.32M Sell
44,370
-60
-0.1% -$6.86K 1.02% 24
2019
Q2 		$4.59M Buy
44,430
+4
+0% +$416 0.9% 24
2019
Q1 		$4.96M Buy
44,426
+234
+0.5% +$24.8K 1% 24
2018
Q4 		$4.31M Buy
44,192
+848
+2% +$91.9K 0.96% 25
2018
Q3 		$5.06M Sell
43,344
-912
-2% -$107K 1.25% 18
2018
Q2 		$4.7M Buy
44,256
+968
+2% +$109K 1.22% 16
2018
Q1 		$4.53M Sell
43,288
-200
-0.5% -$23.1K 1.24% 16
2017
Q4 		$5.18M Sell
43,488
-100
-0.2% -$11.8K 1.43% 14
2017
Q3 		$5.23M Buy
43,588
+105
+0.2% +$11.9K 1.44% 15
2017
Q2 		$4.81M Buy
43,483
+6
+0% +$641 1.24% 14
2017
Q1 		$4.67M Buy
43,477
+40
+0.1% +$4.37K 1.16% 14
2016
Q4 		$4.98M Buy
43,437
+5
+0% +$563 1.29% 13
2016
Q3 		$4.75M Buy
43,432
+15
+0% +$1.64K 1.3% 12
2016
Q2 		$4.68M Buy
43,417
+5
+0% +$520 1.29% 12
2016
Q1 		$4.58M Buy
43,412
+6
+0% +$583 1.17% 13
2015
Q4 		$4.18M Buy
43,406
+4
+0% +$409 1.03% 14
2015
Q3 		$4.28M Buy
43,402
+6
+0% +$593 1.15% 13
2015
Q2 		$4.21M Sell
43,396
-193
-0.4% -$19.2K 1.11% 13
2015
Q1 		$4.23M Buy
43,589
+7
+0% +$718 1.08% 12
2014
Q4 		$4.85M Buy
43,582
+6
+0% +$633 1.43% 11
2014
Q3 		$4.28M Buy
43,576
+6
+0% +$596 1.29% 8
2014
Q2 		$4.47M Buy
43,570
+6
+0% +$602 1.45% 9
2014
Q1 		$4.24M Buy
43,564
+7
+0% +$682 1.42% 9
2013
Q4 		$4.58M Buy
43,557
+5
+0% +$493 1.6% 8
2013
Q3 		$3.98M Buy
43,552
+7
+0% +$615 1.47% 9
2013
Q2 		$3.77M Buy
+43,545
New +$3.74M 1.49% 9

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Accredited Investors's UPS Position: Q2 2026 in Review

Accredited Investors increased its United Parcel Service (UPS) stake by 0.04% in Q2 2026, buying an estimated $28.6K and bringing the position to 783,975 shares worth $84.3M. The position accounts for 3.64% of the portfolio, ranked #10.

Accredited Investors first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $152M in Q1 2023. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Accredited Investors held 783,975 shares of United Parcel Service worth $84.3M as of Q2 2026.
  • Accredited Investors bought 275 United Parcel Service shares in Q2 2026, an estimated $28.6K.
  • United Parcel Service made up 3.64% of Accredited Investors's portfolio in Q2 2026, its #10 holding.
  • Accredited Investors first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Accredited Investors's United Parcel Service position peaked at $152M in Q1 2023.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.